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Fidelity High Yield Factor ETF (FDHY) Institutional Ownership

$48.51 +0.25 (+0.52%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for Fidelity High Yield Factor ETF (NYSEARCA:FDHY)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$20.68M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.18M
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FDHY Institutional Buying and Selling by Quarter

Fidelity High Yield Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.4,771$235K0.0%+11.3%0.075%
11/15/2024 MML Investors Services LLC6,040$298K0.0%+12.1%0.095%
11/14/2024 Captrust Financial Advisors32,974$1.63M0.0%-19.3%0.519%
11/8/2024 Stonebridge Financial Planning Group LLC23,437$1.16M0.6%-5.1%0.369%
11/4/2024 Sigma Planning Corp21,800$1.08M0.0%+1.9%0.343%
10/30/2024 United Advisor Group LLC6,954$343K0.1%-4.8%0.110%
10/24/2024 Financial Management Professionals Inc.394,801$19.47M2.4%+12.4%6.217%
10/23/2024 Great Lakes Retirement Inc.23,448$1.16M0.1%N/A0.369%
10/17/2024OmniStar Financial Group Inc.43,435$2.15M1.6%+150.4%0.684%
10/11/2024 Smith Chas P & Associates PA Cpas48,306$2.38M0.1%-19.9%0.761%
10/9/2024 Freestate Advisors LLC5,795$286K0.3%N/A0.091%
10/2/2024 Dentgroup LLC22,567$1.11M0.8%N/A0.355%
8/12/2024 Glass Jacobson Investment Advisors llc6,374$305K0.1%-9.8%0.100%
8/10/2024 Axxcess Wealth Management LLC38,313$1.83M0.0%N/A0.603%
8/8/2024 Stonebridge Financial Planning Group LLC24,709$1.18M0.6%-32.6%0.389%
8/2/2024Larson Financial Group LLC800$38K0.0%N/A0.013%
7/31/2024Commonwealth Equity Services LLC112,906$5.39M0.0%+14.2%1.778%
7/29/2024 Smith Chas P & Associates PA Cpas60,306$2.88M0.2%-16.3%0.950%
7/27/2024OmniStar Financial Group Inc.17,344$829K0.8%+14.5%0.273%
7/26/2024 Breakwater Capital Group8,942$427K0.1%+35.2%0.141%
7/10/2024 Apella Capital LLC4,202$202K0.0%-5.3%0.066%
5/16/2024 B. Riley Wealth Advisors Inc.4,772$219K0.0%N/A0.075%
5/14/2024 CreativeOne Wealth LLC7,457$358K0.0%+55.3%0.117%
5/7/2024 Shared Vision Wealth Group LLC5,869$282K0.2%-61.4%0.092%
5/6/2024 Advisory Services Network LLC176,271$8.46M0.2%-2.3%2.776%
5/2/2024 Lincoln National Corp104,367$5.01M0.1%-1.4%1.644%
4/30/2024 Hartline Investment Corp14,425$692K0.1%N/A0.227%
4/25/2024 Smith Chas P & Associates PA Cpas72,013$3.46M0.2%N/A1.134%
4/18/2024 Breakwater Capital Group6,615$318K0.1%N/A0.110%
4/16/2024 Financial Management Professionals Inc.310,726$14.92M2.2%+5.2%5.179%
4/15/2024 Sunbelt Securities Inc.4,257$204K0.0%+26.4%0.071%
4/10/2024 Apella Capital LLC4,437$213K0.0%-4.9%0.074%
2/9/2024 Advisory Services Network LLC180,356$8.64M0.2%+53.3%3.006%
2/9/2024 CreativeOne Wealth LLC4,802$231K0.0%-12.5%0.080%
2/8/2024 Shared Vision Wealth Group LLC15,223$730K0.5%N/A0.254%
2/7/2024 Avantax Advisory Services Inc.4,416$212K0.0%N/A0.074%
2/7/2024 Principal Securities Inc.1,040$50K0.0%N/A0.017%
2/6/2024 Lincoln National Corp105,886$5.07M0.1%+2.7%1.765%
2/5/2024 Stonebridge Financial Planning Group LLC37,328$1.79M1.0%-26.0%0.622%
2/1/2024 Sigma Planning Corp11,903$570K0.0%-50.5%0.198%
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1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,465$693K0.1%-37.7%0.241%
1/25/2024 International Assets Investment Management LLC21,710$1.04M0.0%N/A0.362%
1/24/2024 International Assets Investment Management LLC21,710$1.04M0.0%N/A0.362%
1/22/2024 Glass Jacobson Investment Advisors llc6,614$317K0.1%-38.3%0.110%
1/12/2024 Mutual Advisors LLC16,597$795K0.0%-26.2%0.277%
1/12/2024 Fortitude Family Office LLC984$47K0.0%N/A0.016%
1/12/2024 Financial Management Professionals Inc.295,233$14.15M2.3%-6.7%4.921%
1/5/2024 Apella Capital LLC4,668$222K0.0%-19.3%0.078%
12/1/2023 B. Riley Wealth Advisors Inc.4,772$219K0.0%N/A0.080%
11/21/2023 GUNN & Co INVESTMENT MANAGEMENT INC.36,065$1.65M1.4%N/A0.601%
11/14/2023 Mutual Advisors LLC22,494$1.03M0.0%N/A0.375%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,233$1.06M0.2%-2.6%0.387%
11/13/2023 LPL Financial LLC190,018$8.68M0.0%+34.0%3.167%
11/13/2023 Kestra Advisory Services LLC8,371$383K0.0%+27.2%0.140%
11/8/2023 Stonebridge Financial Planning Group LLC50,439$2.31M1.4%-15.5%0.841%
11/7/2023 Glass Jacobson Investment Advisors llc10,728$490K0.2%-7.2%0.179%
11/6/2023 Sigma Planning Corp24,028$1.10M0.0%-10.9%0.400%
11/6/2023 Lincoln National Corp103,112$4.71M0.1%+4.7%1.719%
11/6/2023 Summit X LLC13,341$610K0.2%-25.1%0.222%
11/3/2023 Private Advisor Group LLC5,323$243K0.0%+5.9%0.089%
10/23/2023Commonwealth Equity Services LLC130,871$5.98M0.0%-6.5%2.181%
10/17/2023 CreativeOne Wealth LLC5,487$251K0.0%-17.8%0.091%
10/13/2023 Financial Management Professionals Inc.316,523$14.47M2.5%+64,761.3%5.275%
8/15/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,842$1.11M0.3%+11.8%0.397%
8/10/2023 GeoWealth Management LLC1,610$75K0.0%-76.6%0.027%
8/10/2023Commonwealth Equity Services LLC140,017$6.51M0.0%-9.0%2.334%
8/10/2023 Summit X LLC17,811$829K0.2%-4.2%0.297%
8/9/2023 Flow Traders U.S. LLC11,534$537K0.0%N/A0.192%
8/7/2023 Lincoln National Corp98,477$4.58M0.1%-8.4%1.713%
8/4/2023IFP Advisors Inc18,441$927K0.0%-47.2%0.321%
8/2/2023 Sigma Planning Corp26,968$1.26M0.0%-1.5%0.469%
7/31/2023 LPL Financial LLC141,823$6.60M0.0%-16.4%2.466%
7/31/2023 Smith Chas P & Associates PA Cpas653,081$30.39M2.0%+3.1%11.358%
7/26/2023 Creative Financial Designs Inc. ADV4,010$187K0.0%+13.8%0.070%
7/26/2023 Glass Jacobson Investment Advisors llc11,560$538K0.2%N/A0.201%
7/13/2023 Cambridge Investment Research Advisors Inc.12,650$589K0.0%-1.9%0.220%
7/6/2023 Apella Capital LLC5,775$269K0.0%N/A0.098%
5/12/2023 GeoWealth Management LLC6,878$323K0.0%-67.4%0.115%
5/11/2023Commonwealth Equity Services LLC153,831$7.26M0.0%-7.5%2.564%
5/10/2023 Summit X LLC18,592$878K0.2%-24.4%0.310%
5/10/2023 LPL Financial LLC169,604$8.01M0.0%+79.1%2.827%
5/8/2023 Sigma Planning Corp27,375$1.29M0.0%+1.5%0.456%
5/4/2023 Stonebridge Financial Planning Group LLC74,949$3.54M2.3%+25.6%1.249%
5/3/2023 Aspire Private Capital LLC508$23.98B0.0%N/A0.008%
5/2/2023 Lincoln National Corp107,529$5.08M0.1%+13.7%1.792%
4/27/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,329$994K0.3%-2.2%0.355%
4/27/2023 Smith Chas P & Associates PA Cpas633,382$29.90M2.0%+2.0%10.556%
4/25/2023 Foundations Investment Advisors LLC42,420$2.00M0.1%+8.3%0.707%
4/24/2023Ahrens Investment Partners LLC2,300$109K0.1%N/A0.038%
4/18/2023IFP Advisors Inc34,917$1.76M0.1%N/A0.582%
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4/13/2023 Financial Management Professionals Inc.1,189$56K0.0%-51.1%0.020%
4/11/2023 Mutual Advisors LLC15,991$755K0.0%N/A0.267%
3/6/2023 OLD Mission Capital LLC33,833$1.56M0.0%N/A0.573%
2/13/2023Trustcore Financial Services LLC54,620$2.51M0.2%-19.7%0.926%
2/13/2023 GeoWealth Management LLC21,129$972K0.1%-32.4%0.358%
2/8/2023 Belpointe Asset Management LLC836$38K0.0%N/A0.014%
2/8/2023 Cambridge Investment Research Advisors Inc.10,001$460K0.0%-14.3%0.170%
2/8/2023 Nwam LLC12,772$587K0.1%N/A0.216%
2/8/2023 Lincoln National Corp94,566$4.35M0.1%N/A1.603%
2/7/2023Commonwealth Equity Services LLC166,378$7.65M0.0%+28.6%2.820%
(Data available from 1/1/2016 forward)

FDHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDHY shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Fidelity High Yield Factor ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($23.98B), Financial Management Professionals Inc. ($19.47M), LPL Financial LLC ($8.68M), Advisory Services Network LLC ($8.46M), Commonwealth Equity Services LLC ($5.39M), Lincoln National Corp ($5.01M), and Trustcore Financial Services LLC ($2.51M).Learn more on FDHY's institutional investors.

Which institutional investors have been buying Fidelity High Yield Factor ETF stock?

Of the 42 institutional investors that purchased Fidelity High Yield Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Smith Chas P & Associates PA Cpas ($725.09K), Financial Management Professionals Inc. ($375.03K), LPL Financial LLC ($123.09K), Lincoln National Corp ($114.94K), Advisory Services Network LLC ($62.74K), Commonwealth Equity Services LLC ($51.05K), and International Assets Investment Management LLC ($43.42K).

How much institutional buying is happening at Fidelity High Yield Factor ETF?

Institutional investors have bought a total of 1,925,489 shares in the last 24 months. This purchase volume represents approximately $89.67M in transactions.

Which Fidelity High Yield Factor ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Fidelity High Yield Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($40.13K), Stonebridge Financial Planning Group LLC ($35.63K), Commonwealth Equity Services LLC ($35.51K), GeoWealth Management LLC ($29.64K), Financial Management Professionals Inc. ($24.45K), Smith Chas P & Associates PA Cpas ($23.71K), and IFP Advisors Inc ($16.48K).

How much institutional selling is happening at Fidelity High Yield Factor ETF?

Institutional investors have sold a total of 314,041 shares in the last 24 months. This volume of shares sold represents approximately $14.79M in transactions.


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This page (NYSEARCA:FDHY) was last updated on 12/22/2024 by MarketBeat.com Staff
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